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    Optimum Small-Mid Cap Growth C (OCSGX)

    8.43 Down 0.04(0.47%) Feb 9
    Prev Close:8.47
    YTD Return*:-11.17%
    Net Assets*:444.51M
    Yield*:N/A

    * As of 31-Jan-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for OCSGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    HEI.A1.86N/A
    AME1.56N/A
    EXR1.56N/A
    ASB1.48N/A
    NDSN1.47N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:444.51M
    Category:Small Growth
    Annual Report Expense Ratio (net):2.38%

    Performance & Risk

    YTD Return:-11.17%
    5y Avg Return:4.74%
    Rank in Category (ytd):72
    % Rank in Category (ytd):9.86%
    Beta (3y):1.08
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-market capitalization companies (80% policy). For purposes of this fund, small-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 2000 ® Growth Index, and mid-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell Midcap® Growth Index. View More
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